Delaware's Senior Center Funding Formula report

REPORT

Delaware Senior CenterFunding Formula

written byERIC JACOBSON

STEPHANIE MOODYLISA SCHIEFFERTCHRISTIE GROSS

sponsored by theInstitute for Public AdministrationCollege of Human Services, Education & Public PolicyUniversity of Delaware

in cooperation with theJoint Finance Committee

on-line at and thewww.ipa.udel.edu Office of the Controller General

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Preface

The following is a report on Delaware’s Grant-in-Aid Senior Center Funding Formula. Thepurpose of this report is threefold:

1) To create a document outlining the history of the Institute for Public Administration’scooperative work with the Joint Finance Committee and Controller General’s Office onthe development and maintenance of the senior center Grant-in-Aid funding formula.

2) To serve as a handbook for Joint Finance Committee members, Controller General’sOffice staff, and Institute for Public Administration staff.

3) To outline future issues, changing demographics and other considerations that may affectchanges in the funding formula and the environment in which senior centers operate.

The report begins with a brief background on Delaware’s Grant-in-Aid program. Section twodescribes the development of the senior center funding formula and the rationale behind theformula. Section three focuses on the first tier of the funding formula and the changing nature ofDelaware’s population characteristics and projections. Specifically, how these demographicchanges will continue to impact allocations of senior center Grant-in-Aid funds is discussed.Section four explains the second tier of the current funding formula. This section provides amore detailed overview of the criteria used to assess a senior center’s programs. Section fiveprovides an overview of the senior center funding formula’s implementation process, forexample, how service levels are determined and how information is disseminated. Finally,conclusions are summarized in the last section.

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Table of Contents

Preface… … … … … … … … … … … … … … … … … … … … … … … … … … … … … … … … … i

List of Tables… … … … … … … … … … … … … … … … … … … … … … … … … … … … … … . 1

Background: Delaware’s Grant-in-Aid Program… … … … … … … … … … … … … … … … . 2

History of the Funding Formula… … … … … … … … … … … … … … … … … … … … … … … 3

Tier One: Geography and Demography… … … … … … … … … … … … … … … … … … … … 6

Tier Two: Participation and Service Levels...… … … … … … … … … … … … … … … … … ... 15

Implementation… … … … … … … … … … … … … … … … … … … … … … … … … … … … … . 19

Conclusion… … … … … … … … … … … … … … .… … … … … … … … … … … … … … … … … 22

Appendix A: Tables 1 – 3.… … … … … … … … … … … … … … … … … … … … … … … … … . 23

Appendix B: Criteria Chart … … … … … … … … … … … … … … … … … … … … … .… … … . 26

Appendix C: Grant-in-Aid Application… … … … … … … … … … … … … … … … … … … … 29

Appendix D: Participation Count Sheets… … … … … … … … … … … … … … … … … … … .. 46

Appendix E: Senior Center Visit Protocol… … … … … … … … … … … … … … … … … … … 50

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List of Tables

Table 1. GIA Funding vs. Senior Population FY (1984 Funding Levels)… … … … … … … 23

Table 2. GIA Funding vs. Senior Population (FY 2001 Funding Levels)… … … … … … … 24

Table 3. Senior Center Appropriations ($ millions)… … … … … … … … … … … … … … … . 25

Table 4. Number of Senior Centers by Jurisdiction… … … … … … … … … … … … … … … ..6

Table 5. Elderly Population Distribution as a Percentage of Delaware’s Total Population Age 60+ and Age 75+: 1980 and 1990… … … … … … … … … .. 11

Table 6. Low-Income Population Aged 65+ by Jurisdiction… … … … … … … … … … … … 12

Table 7. Population Projections for Delawareans Aged 60 and Older by Jurisdiction… … … … … … … … … … … … … … … … … … … … … … … … … … .13

Table 8. Population Projections for Delawareans Aged 75 and Older by Jurisdiction… … … … … … … … … … … … … … … … … … … … … … … … … … .14

Table 9. 1984 Factors and Service Levels… … … … … … … … … … … … … … … … … … … 16

Table 10. 2001 Factors and Service Levels… … … … … … … … … … … … … … … … … … ..17

Table 11. New Visitation Schedule… … … … … … … … … … … … … … … … … … … … … ...20

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Background: Delaware’s Grant-in-Aid Program

Since fiscal year (FY) 1944, the Delaware Grant-in-Aid program has partially funded firecompanies, non-profit, and quasi-governmental organizations. Grant-in-Aid is a supplementalsource of income for these organizations and the agency must be incorporated for two years priorto receiving state funds. In addition, the agencies need to have a 501C-3 non-profit tax-exemptstatus from the Internal Revenue Service to receive Grant-in-Aid funding. Generally, Grant-in-Aid funds are allocated to support one or more programs within a recipient organization. Thesefunds may not be used for capital improvements or child daycare.

Grant-in-Aid funds are not included in the state’s operating budget. Unlike the operating budgetprocess, the state legislature has controlled both the Grant-in-Aid application and the allocationprocess, independently of the executive branch. It is important to recognize that Grant-in-Aidallocations are subject to the availability of funds for each fiscal year.

In FY 1984, Grant-in-Aid appropriations to fire companies, non-profit, and quasi-governmentalorganizations totaled $8.27 million. Two funding formulas— the municipal street aid fundingformula and the volunteer fire company funding formula— were used to distribute 33 percent($2.74 million) of the total FY 1984 Grant-in-Aid dollars. Allocations for the remainingcategories of Grants-in-Aid were not determined by a specific formula.

In October 1983, however, the members of the Joint Finance Committee voted to contract withthe Institute for Public Administration (IPA), College of Human Services, Education and PublicPolicy (CHEP – formerly the Public Administration Institute and the College of Urban Affairsand Public Policy), University of Delaware, for the purpose of developing a senior centerfunding formula. This formula was first used in FY 1985, and has been used in subsequent yearsthereafter. In FY 2001, a revised version of the funding formula distributed $6.4 million Grant-in-Aid funds to Delaware’s senior centers.

As will be detailed in the pages that follow, the senior center funding formula allocates Grant-in-Aid dollars through a series of steps involving the state’s senior centers, the IPA, the ControllerGeneral’s Office, and Delaware’s Joint Finance Committee.

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History of the Funding Formula

In 1983, the Institute for Public Administration (IPA) developed the senior center fundingformula with the goal of encouraging centers to better serve Delaware’s seniors. The fundingformula would avoid service duplication by ensuring the effectiveness and accountability of stateGrant-in-Aid dollars. Several resources were used to develop the funding formula. The IPAconsidered Grant-in-Aid allocations based on elderly population characteristics and growthprojections across Delaware. Additionally, the IPA reviewed funding formulas that existed inother states, as well as examined various federal regulations. For example, in 1984, Title III ofthe Older Americans Act provided funding for social and supportive services, congregate mealprograms, and home-delivered meals. Delaware’s funding formula is not part of the OlderAmericans Act, however, Title III was important to guiding the formula’s overall development.

The Two-Tiered FormulaA two-tiered formula was considered, and later implemented, as a result of the IPA’s research.The purpose of the two-tiered approach was to meet five variables that were established by theJoint Finance Committee as guidelines for designing a funding formula. Those five variableswere:

• Geographic location;• Demography;• Services and programs provided,• Number of people served; and• Need.

Tier one of the funding formula targeted the geographical variable by allocating Grant-in-Aidfunds from the state to its four major jurisdictions: the City of Wilmington, the remainder ofNew Castle County, Kent County, and Sussex County. In addition to the geographic variable,tier one addresses demographic considerations, such as age and income, as well as the needvariable, primarily the low-income seniors. The following three demographic variables areassociated with tier one:

1) Population aged 60 and older;2) Population aged 60 an older with incomes below the poverty level; and3) Population aged 75 and older.

Tier two allocates Grant-in-Aid funds from the four jurisdictions to each of the senior centerslocated within each jurisdiction. This tier targets both the number of elderly served by a seniorcenter and the types of services or programs offered. Tier two is therefore comprised of twoprocesses: assignment to a participation category and assignment to a service level category. Amore detailed description of both the participation and the service level categories are found insection four of this report.

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Please see the diagram below for an illustration of how the two-tiered approach allocates stateGrant-in-Aid dollars. Three of the seven senior centers from Kent County are used as anexample.

Senior Center Funding FormulaState of Delaware - GIA

Remainder ofNew Castle Co. Kent County

$

City ofWilmington Sussex County

Tier 1 Criteria• Geography• Demography

$ $ $ $

Tier 2 Criteria• Participation Level• Service Level

$$ $ $

FredericaSenior Center

HarringtonSenior Center

Modern MaturitySenior Center

HypotheticalKent CountyExample:

Rationale of the Two-Tiered ApproachTargeting the five variables listed previously met the Joint Finance Committee’s guidelines forfunding formula development. More importantly, in meeting these guidelines, the two-tieredapproach:

Ø Ensures that senior centers within each jurisdiction receive an equitable share ofthe formula-determined Grant-in-Aid dollars. Those areas with more seniors aged 60and over, more poor elderly, and more seniors aged 75 and older are allocated moreGrant-in-Aid dollars. The equity criterion would not be met if tier one was bypassedand allocations were only based on participation and service levels.

Ø Provides senior centers that have previously received smaller Grants-in-Aid withopportunities to receive larger funding. Senior centers receiving smaller Grants-inAid in the past probably have fewer resources and programs to support and attract alarge number of participants. If the formula was based on only one tier (participationand service level) these centers would continue to receive smaller funds. The two-tiered approach helps a senior center support more programs, attract moreparticipants, and thus receive higher levels of Grant-in-Aid support in future years.

Ø Recognizes that senior centers attempting to improve services and participationhave additional program start-up costs (i.e., improving facilities and upgradingtransportation systems). To meet these costs, significant funding increases will berequired. The two-tiered formula meets this need by providing larger fundingincreases to these jurisdictions than a formula based only on participation and servicelevels.

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Formula Determined AllocationsAppendix A contains several tables. Table 1 shows the 1984 funding allocations versus thesenior population for each of the four geographic jurisdictions. This table gives some indicationof how tier one of the funding formula, the demographic and geographic variables, relate to thefunding allocations. Table 2 shows the 2001 funding allocations versus the senior population foreach of the four geographic jurisdictions. Comparing Table 2 to Table 1 helps show how therelationship between demographics and funding has changed over time. Important to rememberthough is that percent of the population is only one of the three demographic variables. Table 3shows how the funding amount has increased over time.

The Role of the Institute for Public Administration (IPA)The IPA played a central role in the evolution of the Grant-in-Aid senior center funding formula.Through continued research on national funding formula standards and senior center bestpractices information, the IPA has been able to apply and integrate new levels of the fundingformula geared towards the senior center’s organizational success. The IPA maintains contactwith each of the 48 senior centers to conduct participation counts and to evaluate the servicesoffered by the center. To guarantee equity in the distribution of Grant-in-Aid funds, the IPAperiodically reviews the structure of the funding formula design and makes recommendations tothe Joint Finance Committee, as needed.

Although the IPA plays an integral role in facilitating the Grant-in-Aid funding formula, theGeneral Assembly’s Joint Finance Committee ultimately determines the Grant-in-Aid fundingallocations for Delaware’s senior centers.

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Tier One: Geography and Demography

Section two of this report provided a brief overview of the senior center funding formula’sdevelopment. This section offers a more detailed description of the formula’s first tier in thetwo-tiered allocation process.

Tier one distributes Grant-in-Aid funds from the State to the four jurisdictions. Tier one isbroken down by age and income level of the jurisdiction’s elderly population. These variablesare weighted in a 45-45-10 ratio: 45 percent of the allocated money is divided amongjurisdictions based on its elderly population aged 60 and older; 45 percent is based on thepopulation aged 60 and older with incomes below the poverty level, and 10 percent is based onthe jurisdictions population age 75 and older. Three sources, the U.S. Census Bureau, theDelaware Population Consortium, and special estimates of poverty calculated by the Center forApplied Demography and Survey Research, University of Delaware, are used to distribute tierone allocations.

Delaware’s Senior CentersCurrently, there are 48 senior centers located in Delaware’s four jurisdictions. All 48 seniorcenters are partially funded by Delaware General Assembly’s Joint Finance Committee’s Grant-in-Aid funding formula. Table 4 lists the number of senior centers located within eachjurisdiction.

Table 4. Number of Senior Centers by Jurisdiction

*Please note that in FY2000, there were 14 centers in Sussex County. One center closed down in 2000.

Provided on the next several pages are maps illustrating senior center locations among the fourjurisdictions.

JURISDICTION CENTERSCity of Wilmington 15Remainder of New Castle County 13Kent County 7Sussex County* 13Total for all Jurisdictions 48

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Elderly Population DemographicsWith the onset of the 21st Century, continued trends toward lower fertility rates and extended lifeexpectancy have elevated the importance of understanding the dynamics associated with acountry’s changing age structure. While America’s elderly population is now growing at amoderate pace, in the very near future, that growth will become increasingly rapid1. Statewideaging changes and expectations will mirror many of these national trends.

Data from the 1990 U.S. Census Bureau and from the Delaware Population Consortium showsthat Delaware’s elderly population growth has increased moderately since 1980, with theexception of the City of Wilmington. The 1980 elderly population projections showedWilmington’s population declining 7 percent by 1990. The projection was accurate whencompared to actual data available in 1990. Wilmington’s 60 and older population decreased by 5percent. The decrease may be explained by a variety of factors, among them the migration ofsenior citizens out of city limits to more rural areas of Delaware.

The remainder of New Castle County experienced a 3 percent increase in the 60 and olderpopulation. However, the 75 and older population increased by 5 percent. The increase in thissegment follows a similar national trend. The Census Bureau defines those 75 and older as the“oldest old”. They have been and will continue to be the most rapidly growing elderly age groupover the next 40 years, thanks to the baby boom generation reaching their oldest ages. Theincrease in New Castle County’s “oldest old” population is not surprising considering this iswhere most of Delaware’s aging population currently resides. The migration of Wilmington’ssenior citizens to other areas in New Castle County may also be an explanatory factor.Percentages for both Kent and Sussex Counties remained the same or increased little since 1980.

Table 5 below summarizes the changing demographics of Delaware’s elderly population. Thepercentages indicate the proportion of the State’s population residing in each jurisdiction. Pleasenote that data from the 2000 Census for Delaware’s elderly population, by age group, will not beavailable until summer 2001.

Table 5. Elderly Population Distribution as a Percentage ofDelaware’s Total Population Age 60+ and Age 75+: 1980 and 1990

Population Age 60+ Population Age 75+

1980 1990 1980 1990

City ofWilmington

17% 12% 21% 16%

Remainder ofNew CastleCounty

47% 50% 42% 47%

Kent County 14% 14% 15% 15%Sussex County 22% 23% 22% 22%

Source: US Census Bureau, American FactFinder, 1990 General Population and Housing Characteristics.

1 Aging in the Americas, U.S. Census Bureau, 1999.

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Low-Income Elderly PopulationThe overall economic position of persons aged 65 and older has improved in recent decades.Poverty among the elderly has become less prevalent due to various socio-economic factors2.Among them are increased participation rates in the labor force by men age 55 and over,increased number of women with their own retirement income, overall increases in elderlymedian income, and greater educational attainment3.

Despite these positive changes, income disparities exist among various elderly subgroups. Forinstance, those 75 and older generally have lower incomes than those aged 65-74. Race andgender also create income disparities among the elderly population. Elderly women and theelderly Black and Hispanic population are more likely to experience increased poverty rates thanelderly White males4.

In Delaware, changes to the low-income elderly population have been and will continue to beminor. By 2020, the City of Wilmington’s low-income elderly population will decrease by 3percent. Net migration of the senior population is just one factor explaining Wilmington’sdeclining population. The remainder of New Castle County will experience a 1 percent decreaseover the next twenty years. Kent County’s low-income elderly population will increase by 3percent, while Sussex County will experience 2 percent increase by 2020. See the chart belowfor the low-income population aged 65 and older, by jurisdiction.

Source: Delaware Population Consortium, July 2000

2 Sixty-Five Plus in the United States, U.S. Census Bureau, May 1995.3 The Older Population in the United States, U.S. Census Bureau, March 1999.4 Ibid.

Table 6. Low-Income Population Aged 65+ by Jurisdiction: 2000, 2010, 2020

0%5%

10%15%

20%25%30%35%

40%

Wilmington Remainder ofNew Castle Co.

Kent Sussex

Jurisdiction

200020102020

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Population ProjectionsAccording to the Census Bureau, nationally, the elderly population will reach 50 million by 2020with most growth occurring between 2010 and 20305. Delaware will follow a similar pattern.The Delaware Population Consortium has projected growth for the elderly population age 60 andolder. Between 2000-2020, the elderly population for the State will grow 68 percent (based onchanges from the base year 1990).

By 2020, the City of Wilmington’s 60 and older population will grow to 16,740 which is a 26percent increase from 1990. The remainder of New Castle County’s elderly population isprojected to be 84,881 by 2020, which is a 52 percent increase from 1990. Projections for Kentand Sussex County by 2020 are 32,448 (104 percent increase) and 52,314 (102 percent increase)respectively. Growth rates among all counties will be lowest between 2000-2005. Thereafter,the elderly population will increase more rapidly, with Kent and Sussex Counties experiencingthe highest percentage increase in the 60 and older population. Evidence of a futuredemographic transition among the 60 and older population within Delaware’s four jurisdictionsis demonstrated by the graph below.

Source: Delaware Population Consortium, Population Projections, Version 2000

Delaware’s 75 and older population is projected to increase 57 percent from 1990-2020. Byjurisdiction, the City of Wilmington’s 75 and older population is projected to be 5,432 (a 12.5percent growth rate), while New Castle County can expect a growth increase to19,599 seniorcitizens (a 34 percent increase). By 2020, Kent and Sussex Counties’ projected 75 and olderpopulation is projected to be 8,435 (a 79 percent increase) and 15,379 (a 121 percent increase)respectively. Similar to the 60 and older population projections, both Kent and Sussex Countieswill have the greatest percentage increase in their 75 and older population. However, the

5 Current Population Report, Frank Hobbs, 1999.

Table 7. Population Projections for Delawareans Aged 60 and Over by Jurisdiction

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

1990 2000 2010 2020Year

Sen

ior

Cit

izen

Pop

ulat

ion City of

Wilmington

Remainder ofNew Castle Co.

Kent County

Sussex County

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majority of the 75 and older population will reside in New Castle County. Please see the graphbelow for more detail.

Source: Delaware Population Consortium, Population Projections, Version 2000.

Policy ImplicationsThe growing elderly population is placing demands on the public health system and on medicaland social services6. Long-term care, quality of life for the elderly, institutionalization, andpension reform will continue to top the list of issues receiving increased attention bypolicymakers and the general public. This provides organizations serving the elderly with anopportunity to help meet the demands created by the changing age structure. Delaware’s seniorcenters are one group of organizations that will positively impact the state’s senior citizenpopulation.

Of course, the changing elderly demographics within each political jurisdiction discussedthroughout this section will affect the Grant-in-Aid funding formula for senior centers. Part ofthe funding formula allocation is dependant upon the population distribution within a givenjurisdiction. Changes to the demographics within one area could mean significant increases ordecreases in funds allocated to that area’s senior centers. This may cause a future need to revisitthe theory and structure of the senior center funding formula. However, understanding thedynamics of the current elderly population and, more importantly, being aware of future changesare first steps toward addressing concerns of how Delaware’s senior centers can effectively meetthe demands of a growing aging population. Most importantly, the current Grant-in-Aid fundingformula ensures that the needs of Delaware’s seniors are being met. 6 Healthy Aging: Preventing Disease and Improving Quality of Life Among Older Americans, Centers for DiseaseControl and Prevention, 2000.

Table 8: Population Projections for Delawareans Aged 75 and Over by Jurisdiction

0

5000

10000

15000

20000

25000

1990 2000 2010 2020Years

Thou

sand

s City ofWilmington

Remainder ofNew CastleCountyKent County

SussexCounty

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Tier Two: Participation and Service Levels

Section two of this report provided a brief overview of the senior center funding formula’sdevelopment. This section offers a more detailed description of the formula’s second tier in thetwo-tiered allocation process. Tier two is comprised of participation and service levels. Thesevariables are weighted in a 60-40 ratio, i.e. participation accounts for 60 percent of the tier twoformula, while the service level accounts for 40 percent.

Participation CriteriaParticipation data is obtained from three forms that are sent by the IPA to senior centers duringthe Grant-in-Aid process (see Section 5 on Implementation) and from site visits. IPA staffadjusts raw participation data to account for the number of days per week each center is open.Average daily attendance (ADA) is adjusted according to the following formula:

Adjusted ADA = ADA X (Days Open Per Week/5)

Senior centers open five days per week will have an ADA equal the unadjusted ADA; centersopen less than five days per week will have an ADA less than the adjusted ADA; and for centersopen more than five days per week, adjusted ADA will be greater than the unadjusted ADA.

The adjusted ADA data is then used to assign a senior center to one of eight participationcategories. The categories are comprised of participation ranges rather than exact participationcounts. This method discourages disputes by allowing for differentiation among Delaware’svarious sized senior centers. With participation ranges, there is little financial incentive toquestion a senior center’s ADA (e.g., 123 count rather than 120). The eight participationgroupings are the following:

• 0-49 adjusted ADA• 50-99 adjusted ADA• 100-149 adjusted ADA• 150-199 adjusted ADA• 200-249 adjusted ADA• 250-299 adjusted ADA• 300-349 adjusted ADA• 350-399 adjusted ADA

The midpoints of each of the eight participation categories are used to calculate the participationportion of the senior centers’ Grant-in-Aid allocations. Participation range midpoints aresummed for all senior centers residing in each jurisdiction. Once the midpoints were summed,they were divided by the jurisdictions subtotal and were then multiplied by each center’s dollarallocation.

Service LevelsInformation used to classify a senior center’s service level is obtained from survey data, financialstatements, and site visits conducted by the Institute for Public Administration. Service levelgroupings are used to categorize a state’s senior centers in addition to assignment of a

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participation level. Currently, there are nine factors that are used to determine a center’s servicelevel. In 1984, there were only four factors used to determined service levels.The factors were transportation, nutrition, social/recreational activities, and a compositegrouping called “other”. By using the four original service level factors, senior centers wereassigned to service levels one through four. For example, if a senior center provides onlytransportation and no other services or programs that center’s service level rating would be a one.If a senior center provides transportation and congregate meals, the senior center would be ratedas a service level two. Table 8 below contains the four original factors and shows how theyrelate to the 1984 service level assignments.

Table 9. 1984 Factors and Service Levels

1984 Service Levels1984 Factors1 2 3 4

Transportation X X X XNutrition X X X

Social/Recreational X XOther X

Tier two was revised in the fall of 1999 as a result of written survey responses from all seniorcenters, site visits to all senior centers, and several meetings with an eight-member advisorycommittee, made up of senior center directors who were selected to achieve balance byjurisdiction and center size. The revisions introduced a new service level rating scale. Thereasons for developing the additional service levels were twofold. First, by using the fouroriginal service levels described above, 35 of the then 49 senior centers were classified as aservice level four and nine of the 49 senior centers were considered a service level 3. Sincenearly 90 percent of the centers were at the top end of the service level distribution, there was aneed to further differentiate between progressive and average senior centers. This led to thesecond reason for developing additional service levels, which was to provide an incentive forsenior center progress and expansion of senior center programs, which better serve Delaware’sseniors.

The Joint Finance Committee decided to smooth the transition from 1984 service levels to 2001service levels by not lowering any center’s service level assignment. Therefore, two servicelevels were added by clarifying previously defined factors, which added six new factors. The sixnew factors help determine a senior center’s service level if they have at least reached servicelevel three. The six new factors are listed below and a more detailed description of these factorscan be found in the chart in Appendix B.

§ Adult Day Care§ Fitness Center§ A Pool or Transportation to a Local Pool§ Outreach, Reference or Economic Security Services§ Computer and/or Language Classes§ Support Groups or Intergenerational Programs

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The new 2001 service levels start with the same definitions used for service levels one throughthree (SL 1 – SL 3) under the original 1984 hierarchy. The new factors modify the old servicelevel four (SL 4) and create two new service levels, SL 5 and SL 6.

Expansion of the factors, therefore, has been built around service levels four through six (SL 4,SL 5, and SL 6).

Service level four can be achieved if a center possesses one or two of the servicesoutlined above.Service level five can be achieved if a center possesses three or four of these services.For instance, if a center provides congregate meals, transportation, social/recreationalactivities, computer classes, outreach services and adult day care, the center would beclassified as SL 5.Service level six requires that five or six of these outlined services be offered by thesenior center.

The table below contains all nine of the factors and shows how they are related to the servicelevel assignments. This table is for demonstration only. Several different scenarios could exist.

Table 10. 2001 Factors and Service Levels

2001 Service Levels2001 Factors 1 2 3 4 5 6Transportation X X X X X X

Nutrition X X X X XSocial/Recreational X X X X

Adult Day Care XFitness Center X X

Pool or transportation to a pool XOutreach, Reference or Economic

Security ServicesX X

Educational Enrichment(Including Computer and/or Language

Classes)

X

Support Groups or IntergenerationalPrograms

X X X

Important to note is that a senior center is given credit for having a program or service only ifexpenditures for that program account for at least five percent of the senior center’s operatingbudget. A senior center could offer any combination of the last six factors to reach service levelsfour through six. This table only shows a few examples.

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Each service level is assigned a service-level weight based on a cost analysis of all senior centersreceiving Grant-in-Aid funding. For each center, an average expenditure was calculated for all48 centers based on center service level groupings and program cost analysis.

SL 1 = Weight of 1.0 SL 2 = Weight of 1.6 SL 3 = Weight of 2.3SL 4 = Weight of 3.5 SL 5 = Weight of 4.3 SL 6 = Weight of 5.0

Current AllocationsThese revised service levels have increased allocated senior center Grant-in-Aid funding to $6.5million. Table 3 in Appendix A shows how the amount of appropriations has increased eachyear since FY1984.

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Implementation

Calculating tier one allocations, from the state to each of the four jurisdictions, is based on datafrom the U.S. Census, the Delaware Population Consortium, and the Center for AppliedDemography and Survey Research. The funding formula requires that an implementationprocess exist to place each of Delaware’s senior centers into both participant and service levelcategories. This placement occurs through a cooperative effort among the Controller General’sOffice and the IPA. The cooperative process involves four steps, which are respectively:completion of the Grant-in-Aid application, completion of participation count sheets, receiving avisit by an IPA team, and determination of the Grant-in-Aid allocations.

The chart below highlights the implementation process. Each step is explained in further detailon the pages that follow.

Step 1: Grant-in-Aid ApplicationJanuary

mailed to seniorcenters

Marchreturned to Controller

General’s Office

Step 2: Attendance Count SheetsAugust

forms mailed to seniorcenters

Septemberforms completed and

returned to IPA

Step 3: Senior Center Visits andSupplemental Information Gathered

Octobervisits begin

Januaryvisit completed and

information gathered

Step 4: Allocations DeterminedFebruary

participation- and service-level assignments

Juneformula calculations and

allocation recommendations

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A senior center requesting Grant-in-Aid funding is required to complete the Grant-in-Aidapplication every year and, if applicable, is included in the allocation determinations for thatfiscal year. However, a senior center will only complete the entire four-step process every otheryear.

Beginning in calendar year 2001, only half of the senior centers in the state will go through steps1-4 (Group A). Those centers that do not go through the four-step process in 2001 will gothrough the entire four-step process in 2002 (Group B). See Table 10 below for scheduling.

Table 11. New Visitation Schedule

Group A Group B2001 20022003 20042005 20062007 20082009 2010

Step OneThe Grant-in-Aid application is sent to senior centers by January 1st and is to be returned to theController General’s Office by March 1st. Staff at the Controller General’s Office review thefirst two sections, the Board of Directors and Officer Information Worksheet and the AuditInformation and Staff Salary Worksheet, of the application. The third section, ProgramPlanning, is utilized by IPA staff as one aid in determining each center’s service level. The finalsection serves as the senior center’s agreement to meet all requirements needed to receive Grant-in-Aid. For a copy of the Grant-in-Aid application, see Appendix C.

Step TwoParticipation count information is sent to senior centers during the month of August. Threeforms determine participation count information. Form A asks senior centers to providebackground information, including their hours of operation, holidays when the center closes, anddays when it would not be convenient for interviewers to visit the center. Forms B and C areeach weeklong on-site participation count sheets where center staff record participation. There istwo weeks in between each of the weeklong on-site participation counts.

Site visits generally begin once participation count information is collected. Participation countsheets are utilized during site visit interviews to determine a participation level for each seniorcenter. For a copy of the participation count information, see Appendix D.

Step ThreeEach senior center is visited at least once by professional interviewers from the IPA. Visitsoccur between mid-October through the end of January. The purpose of the visit(s) is twofold.First, participation counts are verified and each center is assigned to a participation level (rangeof one to eight). Second, interviewers will ask directors questions about programming.Information given on Grant-in-Aid applications is used as the basis for the program questioning.Any supplemental information that is submitted with the returned Grant-in-Aid application may

21

be used. If more supplemental information is required to verify any program, the center may becontacted after the initial visit is completed. After all visits are completed and the necessaryinformation has been gathered, senior centers are assigned a service level (range of one to six).For visit protocol information, see Appendix E.

Step FourOnce steps two and three are completed, the IPA begins to compute the formula by utilizing themost recent population demographics. As noted throughout this report, populationdemographics determine a recommended allocation of money from the state to each of the fourjurisdictions. The IPA then utilizes the assigned participation levels and the assigned servicelevels to determine recommended allocations to each senior center within each jurisdiction.

In the year that a center does not undergo steps two and three, the participation and service levelfrom the previous year is used in the formula calculations. Once this formula is computed, therecommended allocation information is presented to the Joint Finance Committee, whodetermines the amount of Grant-in-Aid funding that each senior center receives.

Factors Affecting FundingWhen reviewing the implementation process, it is important to understand which factors couldincrease and which factors could decrease a center’s funding. Those factors are listed below.

Examples of Factors that Increase a Center’s Funding (holding everything else constant)• Additional funding applied to the GIA formula.• Increase in your region's senior population relative to the other 3 regions.• Increase in your center's average daily attendance - into a higher attendance category.• Increase in your center's services to a higher service-level category.• Coordination of services with other centers.• Fewer centers funded in your region.

Examples of Factors that Decrease a Center’s Funding (holding everything else constant)• Fewer new funds applied to the GIA formula.• Decreases in your region's senior population, or decreases in your either your center's

average daily attendance or service level.• Larger increases in the senior population of the other 3 regions.• Increase in the average daily attendance or service level of other centers in your region.• More centers funded in your region.

22

Conclusion

The future of senior centers is changing, not just in Delaware but also across the United States.This is a fact that is ever so clear to many. The reason is partly that national and statedemographics are changing and partly that the way we define what a senior center is haschanged. Defining what a senior center is will be an evolving process.

The United States elderly population growth is poised to accelerate, as is also the case inDelaware. In Delaware, 13% of the population is aged 65 years and over. Delaware’ssurrounding states have significant elderly populations. Pennsylvania is the second oldest stateafter Florida, with more than 16% of its population in the elderly cohort. Between 1995 and2020, the percent of oldest-old, those aged 85 and older, is projected to increase by 78.1% in theUnited States and between 75% and 100% in Delaware. The reasons for this unprecedentedgrowth are many, including lower mortality rates, longer life expectancy, and the aging of thebaby boom generation. What does this mean for Delaware’s senior centers?

Delaware’s senior centers will have to market to a new kind of senior, one that is more active orone that may have retired at an earlier age than the typical age of 65. A senior center’spopulation will be more diverse, and so must a center’s services. Centers will have to offernumerous services to reach not only the frail elderly, but also the younger, active senior. Centerswill have to be creative in the way that they plan for such services. Centers will have to considerdifferent avenues, including partnering with other centers, community organizations, businesses,and colleges.

Despite the national and local changes to which senior centers must adjust, Delaware’s seniorcenters have a unique advantage. They receive formula determined Grant-in-Aid funding fromthe state’s Joint Finance Committee. The funding process, as has been described in this report,strives to be both equitable and rewarding to Delaware’s senior centers. However, just as thefuture of senior centers is changing, the development of the formula is also an evolving process.As demographics change and senior center programming changes, so must the formula. As timeprogresses, the formula becomes better defined and thus empowers Delaware’s senior centers tooptimally serve Delaware’s senior citizens.

23

Appendix ATables 1 – 3

Table 1. GIA Funding vs. Senior Population FY (1984 Funding Levels)

22%13%

14%

47%

32%

17%

44%

11%

0%

20%

40%

60%

80%

100%

% of population % of funding

WilmingtonNew CastleKentSussex

24

Table 2. GIA Funding vs. Senior Population (FY 2001 Funding Levels)

27% 23%

16%

47%

36%

10%

26%

16%

0%

20%

40%

60%

80%

100%

% of population % of funding

WilmingtonNew CastleKentSussex

25

Table 3. Senior Center Appropriations ($ millions)

2.0

4.3 4.5 4.7

5.86.4

5.3

$0.0

$2.0

$4.0

$6.0

$8.0

FY 84 FY 96 FY 97 FY 98 FY 99 FY 00 FY 01

26

Appendix BCriteria Chart

FACTORS 1. Adult Day Care 2. Fitness CenterDESCRIPTION OFFACTOR

An adult day care center provideshealth, social, and related supportservices for functionally impairedadults. Such a center should be astand-alone facility, meaning thatthere is a separate room or spacedesignated to this purpose, whichcould stand alone if required.

A fitness center provides exerciseequipment, space for fitness classes,and/or the support staff needed toassist participants with the safe use ofequipment and/or development of asafe fitness program. The fitnesscenter should be a stand-alonefacility, meaning that there is aseparate room or space designated forthe purpose of exercising, whichcould stand alone if required.

PREFEREABLEREQUISTES

ü Annual license from DelawareDepartment of Health andSocial Services

ü Compliance with all State ofDelaware Regulations for AdultDay Care Centers

ü Admission policies andagreements

ü Staff resumes

ü Sample fitness planü Written safety rulesü Schedule of fitness classes or

training sessions

FREQUENCY Adult Day Care Centers should beavailable during regularly scheduledsenior center hours.

Fitness centers should be open duringthe hours of operation of the seniorcenter. Physical fitness trainer/staffshould be there a minimum of fivehours a week. This time commitmentwill vary with the number of seniorparticipants in the program

STAFFING ANDCERTIFICATION

Minimum of 2 paid adult day carestaff on duty when participants arepresent. These people are usuallyregistered nurses or certified nursingassistants. An activities coordinatorshould also be on staff.Staff to patient ratio = 1:8

Certified fitness instructor on staff, orsufficient access to a certifiedinstructor (at least five hours perweek). Can be paid or volunteer.

EXAMPLES Monitored activities such as“News & Views”, exercise,reminiscing, and/or arts andcrafts.

Fit-for-Life: Exercise program,which provides strength trainingand cardiovascular exercise,located in Graham Senior Centerand designed for men and womenage 55 and older.

Fit-n-Fun: Sponsored by theSussex County CHEER network,Fit-n-Fun offers professionalequipment and certified fitnessinstructors. All CHEER seniorcenter sites provide transportationto the CHEER Multi-PurposeCommunity Center housing theFit-n-Fun facility.

27

FACTORS 3. Pool or Transportationto a Local Pool

4. Outreach, Reference,or Economic SecurityServices

DESCRIPTION OFFACTORS

Providing access to a pool offersseveral benefits to seniorparticipants, including physicalfitness activity, relaxation activities,and rehabilitation for certainphysical ailments associated withaging.

Such support services are those thatencourage senior center participantsto become more self-sufficient orthat assist participants by enhancingtheir quality of living.


ü Schedule of pool hours and/orclasses offered

ü Demonstrated transportationmeans

ü Contract/method of cooperationwith local pool

ü Schedule of services offered.ü Pamphlets or descriptive

brochures

FREQUENCY On-site pool should be open at leastone day per week or transportationshould be provided at least one dayper week.

Service should be available toparticipants at least one to two timesper week for 30 weeks or more peryear. Services can be provided byphone, appointment, or drop-in.


Certified lifeguard must be presentduring hours of operation. Certifiedfitness instructor on staff or accessto one for classes. Can be paid orvolunteer.

Paid staff other than the Director orAssistant Director of the center.

EXAMPLES Pool activities may includearthritis aquatic program, deep-water exercise class, and/or freeswim time.

Outreach: Providing informationon housing, transportation,medical insurance, or medicalneeds.

Reference: Efforts that mayinclude referrals to home repairprograms for low-income elderlyor referrals for legal services.

Economic: Services such as taxassistance or employment services.

28

FACTORS 5. EducationalEnrichment (IncludingComputer and/or LanguageClasses)

6. Support Groups orIntergenerationalPrograms

DESCRIPTION OFFACTORS

Computer and language classes areoffered to provide senior centerparticipants with educationalenrichment. Senior centers mustoffer either one or the other type ofclass to receive credit for thiscriteria. (Centers will not receiveextra credit for offering both.)

Support groups and/orintergenerational programs are thosethat are designed to promote themental, spiritual, and emotionalhealth of senior center participants.Support groups must be groups otherthan Diabetes or Alzheimer’s.Centers should demonstrate effortsto be creative in involving andsupporting the elderly community.


ü Schedule of classes offered.ü Descriptive program or

educational plans

ü Schedule of support groupsor intergenerationalprograms offered.

ü Program plans or otherdescriptive evidence ofsupport group topics, suchas a handbook.

FREQUENCY Minimum of 12, 1-hour long,computer or language classes peryear.

Minimum of 1 support program orintergenerational program offeredonce a month.


Paid staff or volunteer witheducational background and/or lifeexperience in computer technologyor fluency in a specific language

Paid staff or volunteer with theeducational or job experienceneeded to support the emotionalhealth of individuals.

EXAMPLES Computer classes: Internet, e-mail, word processing programs,specialized programs

Language classes: Foreignlanguage or English as a SecondLanguage

Support Groups: Family,reminiscence, alcohol and drugabuse, caregiver support

Intergenerational Programs:read-aloud programs withchildren, carnivals, computermentoring with high schoolstudents.

FY 20022951410002

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Appendix CGrant-in-Aid Application

State of DelawareSenior Center Grant-in-Aid Application

2001Office of the Controller General

Senior Center Name: _________________________________________

Date of Incorporation: _________________________________________

Federal Employer IDnumber: _________________________________________

Name of respondent: _________________________________________

Title: _________________________________________

Address: _________________________________________

_________________________________________

Daytime telephone: _________________________________________

Fax number: _________________________________________

E-mail address: _________________________________________

Please return application no later than March 1, 2001 to:

Office of the Controller GeneralP.O. Box 1401

Dover, Delaware 19903D580A

The application is also available on our website at the following address:

http://www.legis.state.de.us/GIAThe password is: fifty

If you have questions about how to complete this form, please contactLori Christiansen, Grant in Aid Coordinator, at 302-744-4200.

http://www.legis.state.de.us/GIA

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State of DelawareSenior Center Grant-in-Aid-Application

2001

Instructions. Attached is the 2001 Senior Center Grant-in-Aid Application. Toreceive Grant-in-Aid funding, a senior center must complete all sections of theapplication and return it to the Office of the Controller General by no later thanMarch 1, 2001. The application consists of the following four sections:

Section 1: (p. 3) Board of Director’s and Officer Information WorksheetSection 2: (p. 4) Audit Information and Staff Salary Worksheet

§ 2A: Audit Information§ 2B: Staff Salary Worksheet

Section 3: (p. 5) Program Planning§ 3A: Narrative Section§ 3B: Program Planning Questionnaire (Parts 3B-1

and 3B-2)Section 4: (p.17) Senior Center Agreement

Please remember that all sections of the application must be completed. If you havequestions about how to complete any of the sections of the Grant-in-Aid application,please contact Lori Christiansen at 302-744-4200.

FY 20022951410002

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Section 1: Board of Directors and Officer Information Worksheet For___________________________________

(Name of Senior Center)____________________________________________________________

Board of Directors. Please list in the following spaces, the names of individuals comprising thesenior center’s Board of Directors.

1. 2.

3. 4.

5. 6.

7. 8.

9. 10.

Names of Officers. Please identify in the space below the names of the senior center officers.

1. 2.

3. 4.

5. 6.

7. 8.

FY 20022951410002

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Section 2: Audit Information and Staff Salary Worksheet For _____________________________________


2A. Audit Information

Please include a copy of your agency's latest audit completed by either a Certified PublicAccountant or a Public Accountant. A revenue and disbursement schedule for your agency mustalso accompany your application.

2B. Staff Salary Worksheet

POSTION

TITLE

NUMBER OF

POSITIONS

FULL TIME

EQUIVALENTFull Time 1.0

Half Time 0.5

Quarter Time 0.25

LAST YR

SALARY

CURRENT

SALARY

PROPOSED

SALARY

TOTALS

What percentage of your agency's total budget is compromised of salaries? ________________

FY 20022951410002

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Section 3: Program PlanningFor ________________________________________


3A. Narrative Section

The narrative of your Grant-in-Aid request should reflect your agency’s planning efforts. In thespace provided please answer the following questions. If you need additional space, please feel freeto include your answers on a separate sheet of paper.

1. Describe any major accomplishments your center has achieved over the past 2-3 years.

2. Briefly explain any external factors that affected your center’s daily operations.

3. Describe your center’s plan for the next 2-3 years.

FY 20022951410002

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3B. Program Planning Questionnaire

Included in this section are the following pages:

§ Questionnaire Instructions

§ 3B-1. Questionnaire Charts

§ 3B-2. Supplemental Questions to 3B-1

_______________________________________________________________________________________

Questionnaire Instructions

To learn more about programs offered at Delaware’s senior centers and to insure more equitablefunding, the Office of the Controller General has combined the Senior Center Grant-in-Aidapplication with the survey previously conducted by the University of Delaware’s Institute forPublic Administration.

Please be aware that a professional interviewer from the University of Delaware will visit eachcenter every other year beginning the fall of 2001. The purpose of this visit will be to verify theinformation reported on this questionnaire as well as to gain additional insight into the types ofactivities and services offered.

To receive Grant-in-Aid funding, all senior centers are required to complete the attachedquestionnaire and return to the Office of the Controller General, P.O. Box 1401, Dover, DE 19903by no later than March 1, 2001. Also, include any available supporting documentation such asactivity rosters, sign-in sheets, management information reports, budgets, or newsletters, etc. Thisimportant information will be shared with the University of Delaware Institute for PublicAdministration for calculating grant awards.

The questionnaire is divided into two parts. 3B- 1 is comprised of charts grouped into sevenseparate categories. These categories describe activities and services that your senior center mightoffer. This list is not inclusive, but has been carefully put together to better distinguish the servicelevels of each senior center, as well as to create a brief, but valuable survey. 3B-2 is a supplementalquestionnaire to 3B-1.

FY 20022951410002

35

To complete 3B-1 of the questionnaire please carefully review the following:

Column 1: “Offered”. The questionnaire lists activities and services in Column 2 that might beoffered by your center. Place an “X” to the left of each service or activity offered by your seniorcenter during the past calendar year.

Column 2: Activity or Service. List of services your senior center might offer.

Column 3: Frequency. Indicate how often each activity and service in Column 2 is offered at yourcenter. Please use the following Frequency Letter Codes:

Frequency Letter Codes (Select the category that comes closest to describing thefrequency.)A 3 or more times per week for 30 or more weeks of the yearB 1-2 times per week for 30 or more weeks of the yearC 1-3 times per month for 7 or more months of the yearD 1-3 times per month for 6 or fewer months of the year OR on a seasonal basis

(e.g., flu shots)E Other. If you answer E, use either the space provided below the charts or the

“Notes” Column to explain the frequency (e.g., 3 times per week for 16 weeks of theyear).

Column 4: Average Daily Attendance. Indicate the average daily number of program participantsfor the activity found in Column 2. If your center does not record this information, please estimatethe typical number of participants for each program.

Column 5: Staffing. Indicate the staff source for each activity and service listed in Column 2.Only include staff or volunteers who have a significant and direct role in providing the activity orservice. Please use the following Staff Letter Codes:

Staffing Letter Codes (Note: you can enter more than one code for particular activity orservice.)PS Own paid staff (paid staff from your senior center)OA Other agency staff (paid staff from an outside agency)V Volunteer

Column 6: Staff Certification. Place an “X” in Column 6, indicating whether the staff memberfor each activity has professional certification such as, licensure, certification, professional-leveleducation or experience in these program areas. Use the additional space at the bottom of each pageto explain the certification. Please Note: Many programs do not require staff to be certified.

3B-2. Please complete the “Additional Questions” section of the survey. Answer all questions inthis final section. If you do not have the detailed information necessary to provide an exact answer,then respond based on your best estimate. To help with later analysis write “estimated” next to anyestimated responses.

Thank you for taking the time to complete this survey.

FY 20022951410002

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3B-1. 2001 Senior Center Program Questionnaire

Name of Senior Center ________________________________________________

Physical Fitness Programs

Frequency Letter Codes (Column 3) Select the category that comes closest to describing the frequency.A 3 or more times per week for 30 or more weeks of the yearB 1-2 times per week for 30 or more weeks of the yearC 1-3 times per month for 7 or more months of the yearD 1-3 times per month for 6 or fewer months of the year OR on a seasonal basis (e.g., flu shots)E Other. If you answer E, use the space below to explain the frequency (e.g., 3 times per week for 16 weeks of the year).

(Column 1)Offered?

(X=yes)

(Column 2)Activity or Service

(Column 3)Frequency

(Column 4)Estimated

Average DailyAttendance

(Column 5)Staffing

PS Own paid staffOA Other outside agency staffV Volunteer

(Column 6)Staff Certification

(X=yes)

1. Aerobics

2. Water aerobics

3. Walking

4. Line Dancing

5. Ballroom Dancing

6. Square Dancing

7. Modified exercise &weight training

8. Organized Athletics(e.g. bowling)9. Other (Specify)

10. Other

11. Other

12. Other

In either Column 6 or the space provided below, please feel free to describe the staffingcertifications or write any additional comments you may have for Physical Fitness activities orservices.

FY 20022951410002

37



Economic Security & Employment Programs


(Column 1)Offered?

(X=yes)


(Column 3)Frequency

(Column 4)Estimated


(Column 5)Staffing


(Column 6)Staff

Certification(X=yes)

1. Employment servicesand/or Income supplement2. Income tax counseling

3. Legal counseling

4. Financial PlanningServices5. Notary

6. Income supplement

7. Discount services

8. Other (Specify)

9. Other

10. Other

11. Other

In either Column 6 or the space provided below, please feel free to describe the staffingcertifications or write any additional comments you may have for Economic Security &Employment activities or services.

SR-CTR-20025011400568

38



Health Programs


(Column 1)Offered?

(X=yes)


(Column 3)Frequency

(Column 4)Estimated


(Column 5)Staffing


(Column 6)Staff Certification

(X=yes)

1. Adult day care

2. Physical therapy

3. Therapy (e.g. speech,water or other therapy)4. Nutrition counseling

5. Health counseling

6. Health monitoring

7. Dental care

8. Personal care

9. Health talks/lectures

10. Medicationmanagement11. Flu Shots

12. Health screening

13. Other (Specify)

14. Other

15. Other

16. Other

In either Column 6 or the space provided below, please feel free to describe the staffingcertifications or write any additional comments you may have for Health activities or services.

SR-CTR-20025011400568

39



Counseling & Support Services Programs

Frequency Letter Codes (Column 3) Select the category that comes closest to describing the frequency.A 3 or more times per week for 30 or more weeks of the yearB 1-2 times per week for 30 or more weeks of the yearC 1-3 times per month for 7 or more months of the yearD 1-3 times per month for 6 or fewer months of the year OR on a seasonal basis (e.g., flu shots)E Other. If you answer E, use the space below to explain the frequency (e.g., 3 times per week for 16 weeks of the year)..(Column 1)Offered?

(X=yes)


(Column 3)Frequency

(Column 4)Estimated


(Column 5)Staffing

PS Own paid staffOA Other agency staffV Volunteer

(Column 6)Staff


1. Support groups(e.g., Alzheimer’s)2. Mental healthEvaluation and Counseling3. Alcohol and substanceabuse counseling4. Family support groups

5. Information andReferral6. Respite Care

7. Crisis and emergencyassistance8. Prescription pick-up

9. Other (Specify)

10. Other

11. Other

12. Other

In either Column 6 or the space provided below, please feel free to describe the staffingcertifications or write any additional comments you may have for Counseling and SupportServices activities or services.

SR-CTR-20025011400568

40



Educational Programs


(Column 1)Offered?

(X=yes)


(Column 3)Frequency

(Column 4)Estimated


(Column 5)Staffing


(Column 6)Staff


1. Nutrition education

2. Current events

3. Discussion Groups

4. Home appliance repair

5. Woodworking/Shop

6. Gardening

7. Photography

8. Languages

9. Computer classes

10. Calligraphy

11. Driving Course

12. Consumer informationclasses13. Other (Specify)

14. Other

15. Other

16. Other

In either Column 6 or the space provided below, please feel free to describe the staffingcertifications or write any additional comments you may have for Educational activities orservices.

SR-CTR-20025011400568

41



Transportation Programs

Frequency Letter Codes (Column 3) Select the category that comes closest to describing the frequency.A 3 or more times per week for 30 or more weeks of the yearB 1-2 times per week for 30 or more weeks of the yearC 1-3 times per month for 7 or more months of the yearD 1-3 times per month for 6 or fewer months of the year OR on a seasonal basis (e.g., flu shots)E Other. If you answer E, use the “Notes” Column to explain the frequency (e.g., 3 times per week for 16 weeks of the

year).

(Column 1)Offered?

(X=yes)


(Column 3)Frequency

(Column 4)Estimated


(Column 5)Staffing


(Column 6)Notes

1. To and from center

2. Shopping trips

3. Medical appointments

4. Recreational and culturaltrips5. Other (Specify)

6. Other

7. Other

8. Other

**Note: It is not necessary to discuss the staffing certifications for either the Transportation orNutrition categories.

SR-CTR-20025011400568

42



Nutrition Programs

Frequency Letter Codes (Column 3) Select the category that comes closest to describing the frequency.A 3 or more times per week for 30 or more weeks of the yearB 1-2 times per week for 30 or more weeks of the yearC 1-3 times per month for 7 or more months of the yearD 1-3 times per month for 6 or fewer months of the year OR on a seasonal basis (e.g., flu shots)E Other. If you answer E, use the “Notes” column to explain the frequency (e.g., 3 times per week for 16 weeks of the

year).

(Column 1)Offered?

(X=yes)


(Column 3)Frequency

(Column 4)Estimated


(Column 5)StaffingPS Own paid staffOA Other outside agency staffV Volunteer

(Column 6)Notes

1. Breakfast (Congregate)

2. Lunch (Congregate)

3. Dinner (Congregate)

4. Weekend (Congregate)

5. Snacks

6. Meals on Wheels

7. Other (Specify)

8. Other

9. Other

10. Other

**Note: It is not necessary to discuss the staffing certifications for either the Transportation orNutrition categories.

SR-CTR-20025011400568

43

3B-2. Supplemental Program Questionnaire

Additional Questions:

1. Are there any services or activities provided at your center that are not listed in thequestionnaire? If so, please list them below and indicate their frequency.

2. Please estimate the percent of the participants at your center who are in the following agegroups:

____% 50-54____% 55-64____% 65-74____% 75-84____% 85 and over

3. What is your center’s average daily participant attendance?

_____________________ #

4. What method of documentation did you use to estimate your center’s average dailyparticipant attendance?

5. What is the total size (square feet) of your facility?

_____________________ square feet

6. How many educational classes does your center offer in a typical week?

_____________________ #

7. How many physical fitness classes does your center offer in a typical week?

_____________________ #

8. How many different support groups does your center offer in a typical month?

_____________________ #

SR-CTR-20025011400568

44

9. What significant changes in the composition (e.g., income level or age) of participants and the number of participants at your center has been visible over the past 2-3 years?

10. What changes have occurred in the number or type of services and activities offered at your center over the past 2-3 years?

11. Please briefly describe the educational and releva nt work experience of the Director andAssistant Director representing your center.

SR-CTR-20025011400568

45

Section 4: Senior Center Agreement

AGENCY: _

THE ______________ AGREES:(Name of Senior Center)

1. To submit funding requests on the forms provided at the times designated and to participate in the allocations

review process.

2. To provide an annual certified audit and other financial statements, service figures and reports or audits as

required by the State of Delaware.

3. To cooperate with other organizations, both voluntary and public, in responding to the needs of the

community and in promoting high standards of efficiency and effectiveness.

4. To submit quarterly financial reports and/or the required annual report within the specified time periods.

5. To submit accurate information with this application. NOTE: Any misstatement of facts may forfeit any

remaining balance of grants due and/or future grants.

6. That this agency meets the criteria established (see I-2) and uses any Grant-in-Aid appropriated by the

General Assembly in accordance with those provisions and any additional restrictions that may be set forth in

the Grant-in-Aid legislation.

This agreement has been read and approved at the meeting of the governing body of this agency.

ON: .

(Date)

AGENCY: ____

BY:

(President or Chairman)

__

(Executive Director)

DATE: _____________________________________

Please return this signed agreement with the Grant-in-Aid Application by no later than March 1, 2001 to:

Office of the ControllerAttn: Lori Christiansen

P.O. Box 1401Dover, Delaware 19903

D580A

46

Appendix DParticipation Count Sheets

FORM A (submit by September 7th)Senior Center Background Information

Senior Center: ____________________________________________________________

Prepared by: ____________________________________________________________

Title: ____________________________________________________________

Telephone number: ____________________________________________________________

E-mail address: ____________________________________________________________

Senior Center address: ____________________________________________________________

____________________________________________________________

____________________________________________________________

1. For each day shown below, please indicate if your senior center is typically open onthat day and if so, please indicate the hours you are open.

2. Please indicate the day(s) or week (s) your senior center is regularly closed duringthe year (i.e., Thanksgiving Thursday, Christmas week).

_________________________________ ________________________________

_________________________________ ________________________________

_________________________________ ________________________________

_________________________________ ________________________________

_________________________________ ________________________________

Are You Open? (Yes/No) What Hours?MondayTuesdayWednesdayThursdayFridaySaturdaySunday

47

3. Please list the dates of any weekdays from October 1 through January 31 when it would not be convenient for an interviewer to visit your senior center.

_________________________________ ________________________________

_________________________________ ________________________________

_________________________________ ________________________________

_________________________________ ________________________________

Please fax or mail this form by (September 3rd) to:Eric JacobsonFax # (302) 831-3488E-mail: [email protected]

Or send to:Eric JacobsonCollege of Human Resources, Education & Public Policy (CHEP)University of Delaware180 Graham HallNewark, DE 19716

48

FORM B (submit by September 19)Attendance Counts for September 10th – September 14th, 2001

In the table below, please record the on-site attendance at the specific times. Threecounts should be made each day your center is open. Do not include staff, non-seniors,or one-time visitors to your center.

Senior Center: _________________________________________________

Prepared by: ________________________________________________

Title: ________________________________________________

Telephone number: ________________________________________________

Fax number: ________________________________________________

E-mail address: ________________________________________________

Address: ________________________________________________

________________________________________________

Please fax or mail this form by (September 14th) to:Eric JacobsonFax # (302) 831-3488E-mail: [email protected]


On-site Attendance Counts on:

Saturday ______

(Date)

Sunday ______

(Date)

Monday ______

(Date)

Tuesday ______

(Date)

Wednesday ______

(Date)

Thursday ______

(Date)

Friday ______

(Date)

10:30 a.m.

12:00 p.m.

1:30 p.m.

49

FORM C (submit by October 10 th)Attendance Counts for October 1st – October 5th, 2001

In the table below, please record the on-site attendance at the specific times. Threecounts should be made each day your center is open. Do not include staff, non-seniors,or one time visitors to your center.

Senior Center: _________________________________________________

Prepared by: ________________________________________________

Title: ________________________________________________

Telephone number: ________________________________________________

Fax number: ________________________________________________

E-mail address: ________________________________________________

Address: ________________________________________________

________________________________________________

Please fax or mail this form by (October 5th) to:Eric JacobsonFax # (302) 831-3488E-mail: [email protected]


On-site Attendance Counts on:

Saturday ______

(Date)

Sunday ______

(Date)

Monday ______

(Date)

Tuesday ______

(Date)

Wednesday ______

(Date)

Thursday ______

(Date)

Friday ______

(Date)

10:30 a.m.

12:00 p.m.

1:30 p.m.

50

Appendix ESenior Center Visit Protocol

CONTACT INFORMATIONName of Center: Phone:Contact Person: Directions:Address:

Date of Tour: Time:Completed (yes or no): With:

PARTICIPATION COUNT INFORMATION# of Participants Counted

on Day of VisitComparable toCenter’s Own

Counts?

Participant LevelAssignment

PROGRAM INFORMATIONCriteria 1 - 3 Evidence Check if credit is

given for thisprogram

Transportation

Nutrition

Social/Recreational

If the center has all three criteria, continue to Criteria 4 - 9.

51

PROGRAM INFORMATIONCriteria 4 - 9 Frequency Staffing Evidence

Adult Day Care

Description:

Fitness Center

Description:

Pool or transportation to apool

Description:

Outreach, Reference orEconomic Security ServicesDescription:

Educational Enrichment(Including Computer and/or

Language Classes)Description:

Support Groups orIntergenerational ProgramsDescription:

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OTHER QUESTIONS1. Are there any other programs your center offers that you would like to tell us about?

2. Describe any major accomplishments your center has achieved over the past 2-3years.

3. Briefly explain any external factors that affected your center’s daily operations.

4. Can you describe 2 to 3 goals that your center would like to reach over the next few years?

5.

6.

The Institute for Public Administration (IPA) links the research and resources of the University of Delawarewith the management, information, and leadership needs of schools and local, state, and regional govern-ments in the Delaware Valley. IPA provides assistance to agencies and local governments through direct staffassistance and research projects as well as training programs and policy forums. IPA’s wide range of programareas includes civic education, conflict resolution, health-care policy, land-use planning, local, state and inter-national government, school leadership, water resources, and women’s leadership. IPA’s main office is on theUniversity’s Newark campus in 180 Graham Hall. Jerome Lewis is the director of the Institute and can bereached at 302-831-8971.

An Equal Opportunity/Affirmative Action EmployerThe University of Delaware is committed to assuring equal opportunity to all persons and does not discriminate on the basis of race, color,gender, religion, ancestry, national origin, sexual orientation, veteran status, age, or disability in its educational programs, activities, admis-sions, or employment practices as required by Title IX of the Education Amendments of 1972, Title VI of the Civil Rights Act of 1964, theRehabilitation Act of 1973, the Americans with Disabilities Act, other applicable statutes and University policy. Inquiries concerning thesestatutes and information regarding campus accessibility should be referred to the Affirmative Action Officer, 305 Hullihen Hall, (302) 831-2835 (voice), (302) 831-4552 (TDD).

Delaware's Senior Center Funding Formula report

Documents

Transcript of Delaware's Senior Center Funding Formula report